+368.5%
PSX vs VRSN
+30.8%
+337.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.0% | +0.4% |
| 7D | +1.8% | -1.0% | +2.9% | +2.0% |
| 30D | +21.6% | -1.9% | +23.5% | +21.9% |
| 3M | +46.5% | +1.4% | +45.1% | +45.8% |
| 6M | +62.0% | +19.0% | +43.0% | +56.4% |
| YTD | +106.3% | +19.2% | +87.1% | +98.6% |
| 1Y | +103.0% | +1.7% | +101.3% | +102.1% |
| 3Y | +135.5% | +41.4% | +94.1% | +114.9% |
| 5Y | +368.5% | +31.7% | +336.9% | +326.5% |
| All | +368.5% | +30.8% | +337.8% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling